Funds › Schneider Downs Wealth Management Advisors, LP
Schneider Downs Wealth Management Advisors, LP
13F for Q3 2026, filed Oct 27, 2026. 181 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 27, 2026
Reported value
$1.1B
+$12.7M (1.2%) vs Q2 2026
Positions
181
177 in Q2 2026
Top 10 share
64.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | FHI Federated Hermes, Inc. | 3.51M | $197.7M | 18.4% | -1.2% | 13F ↗ |
| 2 | Spdr Index Shs Fds St Str Po Ex Etf | 1.85M | $93.0M | 8.6% | +1.6% | 13F ↗ |
| 3 | Vanguard Index Fds Mrngstr Mid Cap | 1.00M | $78.6M | 7.3% | -0.2% | 13F ↗ |
| 4 | Nylim Active ETF Tr Nyli Mackay Mun | 2.65M | $60.6M | 5.6% | -0.3% | 13F ↗ |
| 5 | Schwab Strategic Tr Us Lcap Gr Etf | 1.69M | $60.5M | 5.6% | +0.3% | 13F ↗ |
| 6 | iShares Inc Core Msci Emkt | 657,078 | $53.3M | 5.0% | +0.7% | 13F ↗ |
| 7 | Schwab Strategic Tr Us Lrg Cap Etf | 1.46M | $43.8M | 4.1% | +1.8% | 13F ↗ |
| 8 | Janus Detroit Str Tr Hendrsn Shrt Etf | 827,602 | $40.2M | 3.7% | +23.7% | 13F ↗ |
| 9 | iShares Tr National Mun Etf | 379,930 | $38.4M | 3.6% | -0.7% | 13F ↗ |
| 10 | iShares Tr S&P Sml 600 Gwt | 172,527 | $27.7M | 2.6% | +1.8% | 13F ↗ |
| 11 | J P Morgan Exchange Traded F Income Etf | 587,198 | $26.4M | 2.4% | +10.1% | 13F ↗ |
| 12 | iShares Tr Rus 1000 Grw Etf | 165,424 | $20.7M | 1.9% | -0.7% | 13F ↗ |
| 13 | Fidelity Merrimack Str Tr Total Bd Etf | 395,583 | $17.1M | 1.6% | +4.9% | 13F ↗ |
| 14 | Vanguard Tax-Managed Fds | 226,723 | $16.0M | 1.5% | +0.8% | 13F ↗ |
| 15 | Vanguard Index Fds S&P 500 Etf Shs | 22,726 | $15.9M | 1.5% | +2.7% | 13F ↗ |
| 16 | Schwab Strategic Tr Us MID-CAP Etf | 459,048 | $15.6M | 1.4% | +1.6% | 13F ↗ |
| 17 | Federated Hermes ETF Trust Etf | 610,130 | $14.6M | 1.4% | +5.5% | 13F ↗ |
| 18 | MSFT Microsoft Corporation | 26,685 | $13.7M | 1.3% | +4.9% | 13F ↗ |
| 19 | iShares Tr Core S&P Scp Etf | 99,251 | $13.5M | 1.3% | +2.0% | 13F ↗ |
| 20 | AAPL Apple Inc. | 38,976 | $13.0M | 1.2% | +5.9% | 13F ↗ |
| 21 | Vanguard Index Fds Sml Cp Grw Etf | 32,002 | $10.8M | 1.0% | -3.4% | 13F ↗ |
| 22 | Schwab Strategic Tr Us Lcap Va Etf | 267,928 | $8.9M | 0.8% | -6.1% | 13F ↗ |
| 23 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 10,842 | $8.3M | 0.8% | -3.2% | 13F ↗ |
| 24 | iShares Tr Equity Etf | 74,139 | $7.9M | 0.7% | -0.3% | 13F ↗ |
| 25 | Rbb Fund Trust First Eagle Gbl | 139,199 | $7.0M | 0.6% | +16.0% | 13F ↗ |
| 26 | Vanguard Mun Bd Fds Tax Exempt Bd | 134,024 | $6.3M | 0.6% | -5.0% | 13F ↗ |
| 27 | iShares Tr Msci Eafe Etf | 60,593 | $6.3M | 0.6% | -0.9% | 13F ↗ |
| 28 | John Hancock Exchange Traded Mltfctr Lrg Cap | 67,538 | $6.0M | 0.6% | +4.5% | 13F ↗ |
| 29 | iShares Tr Core S&P500 Etf | 7,221 | $5.5M | 0.5% | -1.8% | 13F ↗ |
| 30 | PRCH Porch Group, Inc. | 275,226 | $4.6M | 0.4% | +0.4% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Sml Cp V | 18,902 | $4.4M | 0.4% | +6.1% | 13F ↗ |
| 32 | iShares Tr Core Msci Eafe | 38,646 | $3.7M | 0.3% | -1.3% | 13F ↗ |
| 33 | GOOGL Alphabet Inc. Class A | 10,644 | $3.7M | 0.3% | +5.4% | 13F ↗ |
| 34 | GLD SPDR Gold Shares · Gold Shs | 9,187 | $3.5M | 0.3% | +22.0% | 13F ↗ |
| 35 | iShares Tr S&P 500 Grwt Etf | 24,365 | $3.5M | 0.3% | -3.6% | 13F ↗ |
| 36 | RJF Raymond James Financial, Inc. | 21,846 | $3.5M | 0.3% | Unchanged | 13F ↗ |
| 37 | Schwab Strategic Tr Intl Eqty Etf | 119,301 | $3.3M | 0.3% | -0.2% | 13F ↗ |
| 38 | Vanguard Scottsdale Fds Vng RUS1000GRW | 24,821 | $3.2M | 0.3% | -0.9% | 13F ↗ |
| 39 | iShares Tr Esg Msci Kld Etf | 21,863 | $3.2M | 0.3% | Unchanged | 13F ↗ |
| 40 | AMZN Amazon.com, Inc. | 12,541 | $3.1M | 0.3% | +15.6% | 13F ↗ |
| 41 | Spdr Series Trust St Str P500ETF | 34,566 | $3.1M | 0.3% | Unchanged | 13F ↗ |
| 42 | JPM JPMorgan Chase & Co. | 9,258 | $3.1M | 0.3% | +4.2% | 13F ↗ |
| 43 | GOOG Alphabet Inc. Class C | 8,728 | $3.0M | 0.3% | +4.6% | 13F ↗ |
| 44 | Vanguard Index Fds Mrngstr Ttl Stk | 7,626 | $2.9M | 0.3% | -0.1% | 13F ↗ |
| 45 | XOM ExxonMobil Holdings Corporation | 17,456 | $2.8M | 0.3% | New | 13F ↗ |
| 46 | PNC PNC Financial Services Group, Inc. | 12,227 | $2.7M | 0.3% | +0.3% | 13F ↗ |
| 47 | Dimensional ETF Trust Us Cor Equ 2 Etf | 57,831 | $2.6M | 0.2% | Unchanged | 13F ↗ |
| 48 | iShares Tr S&P 500 Val Etf | 10,893 | $2.5M | 0.2% | Unchanged | 13F ↗ |
| 49 | NVDA NVIDIA Corporation | 10,435 | $2.4M | 0.2% | +25.2% | 13F ↗ |
| 50 | Vanguard Index Fds Mrngstr Sml Cap | 8,103 | $2.3M | 0.2% | -3.2% | 13F ↗ |
Showing the top 50 of 181 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
12 new, 79 added to, 42 trimmed, 8 exited, 48 unchanged. By estimated dollars.
New positions (12)
| XOM ExxonMobil Holdings Corporation | 17,456 | New | $2.8M |
| PLTR Palantir Technologies Inc. | 2,215 | New | $414.3K |
| NUE Nucor Corporation | 1,687 | New | $394.3K |
| FERG Ferguson Enterprises Inc. | 1,500 | New | $333.9K |
| MPC Marathon Petroleum Corporation | 747 | New | $295.4K |
| iShares Tr Select Divid Etf | 1,693 | New | $257.5K |
| iShares Tr Core High Dv Etf | 9,035 | New | $252.6K |
| MA Mastercard Incorporated | 433 | New | $238.8K |
| TXN Texas Instruments Incorporated | 740 | New | $207.3K |
| ACN Accenture plc | 1,119 | New | $205.2K |
Added to (79)
| Janus Detroit Str Tr Hendrsn Shrt Etf | 827,602 | +23.7% | $7.7M |
| J P Morgan Exchange Traded F Income Etf | 587,198 | +10.1% | $2.4M |
| Spdr Index Shs Fds St Str Po Ex Etf | 1.85M | +1.6% | $1.4M |
| Rbb Fund Trust First Eagle Gbl | 139,199 | +16.0% | $962.1K |
| Fidelity Merrimack Str Tr Total Bd Etf | 395,583 | +4.9% | $804.9K |
| Schwab Strategic Tr Us Lrg Cap Etf | 1.46M | +1.8% | $787.1K |
| Federated Hermes ETF Trust Etf | 610,130 | +5.5% | $758.2K |
| AAPL Apple Inc. | 38,976 | +5.9% | $727.7K |
| MSFT Microsoft Corporation | 26,685 | +4.9% | $639.6K |
| GLD SPDR Gold Shares · Gold Shs | 9,187 | +22.0% | $631.8K |
Trimmed (42)
| FHI Federated Hermes, Inc. | 3.51M | -1.2% | -$2.5M |
| Nylim Active ETF Tr Mack Mu Insd Etf | 82,306 | -27.8% | -$704.1K |
| Schwab Strategic Tr Us Lcap Va Etf | 267,928 | -6.1% | -$581.6K |
| Vanguard Index Fds Sml Cp Grw Etf | 32,002 | -3.4% | -$382.4K |
| Vanguard Mun Bd Fds Tax Exempt Bd | 134,024 | -5.0% | -$334.6K |
| PKOH Park-Ohio Holdings Corp. | 15,093 | -29.8% | -$296.0K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 10,842 | -3.2% | -$269.2K |
| iShares Tr National Mun Etf | 379,930 | -0.7% | -$260.8K |
| Nylim Active ETF Tr Nyli Mackay Mun | 2.65M | -0.3% | -$211.7K |
| Vanguard Index Fds Mrngstr Mid Cap | 1.00M | -0.2% | -$184.9K |
Exited (8)
| Exxon Mobil Corp | 16,927 | Exited | -$2.3M |
| Tcw ETF Trust Transfrm 500 Etf | 3,175 | Exited | -$279.9K |
| American Centy ETF Tr Us Sml Cp Valu | 2,194 | Exited | -$273.7K |
| FLEX Flex Ltd. | 1,641 | Exited | -$266.0K |
| AMAT Applied Materials, Inc. | 286 | Exited | -$206.8K |
| iShares Tr Gl Clean Ene Etf | 9,862 | Exited | -$202.1K |
| Spdr Series Trust Etf | 1,859 | Exited | -$200.4K |
| Gold Resource Corp | 23,820 | Exited | -$30.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 27, 2026 | 13F-HR | 181 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 177 | $1.1B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 156 | $906.8M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 156 | $887.1M | Current | SEC ↗ |
| Q3 2025 | Nov 17, 2025 | 13F-HR | 148 | $842.7M | Current | SEC ↗ |
| Q2 2025 | Jul 31, 2025 | 13F-HR | 146 | $668.8M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 141 | $552.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer